Jupiter Asia Pacific SICAV

Fund overview

The objective of the fund is to achieve long term capital growth by investing primarily in quoted companies in any economic sector involved directly or indirectly in the Asian and Pacific Basin markets, excluding Japan. Managed by Ben Surtees since February 2005, the fund is likely to have a bias towards smaller and medium-sized growth companies compared to its benchmark (MSCI AC Asia ex Japan Index), and is also not constrained by sector weightings, meaning it can invest in any economic sector within its markets.

Key fund facts

  • Invest in Asian and Pacific Basin markets, excluding Japan.
  • The fund has no constraints as to which sectors or size of company it can invest, giving the manager freedom to seek out what he believes to be the best opportunities.
  • Managed with a focus on company fundamentals and an awareness of a company’s competitive advantages and whether those are sustainable. 

Important information

Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested. We recommend you discuss any investment decisions with a financial adviser, particularly if you are unsure whether an investment is suitable. Jupiter is unable to provide investment advice. Initial charges are likely to have a greater proportionate effect on returns if investments are liquidated in the shorter term.

Past performance is no indication of current or future performance. Performance data does not take into account commissions and costs incurred on the issue and redemption of shares.

The fund invests in developing geographical markets where there is a greater risk of volatility due to political and economic change, fees and expenses tend to be higher than in western markets. These markets are typically less liquid, with trading and settlements systems that are generally less reliable than in developed markets, which may result in large price movements or losses to the fund.

This fund invests mainly in shares and it is likely to experience fluctuations in price which are larger than funds that invest only in bonds and/or cash.
The KIID and Prospectus are available from Jupiter on request. This fund can invest more than 35% of its value in securities issued or guaranteed by an EEA state. For definitions please see the glossary at jupiteram.com.

Fund manager(s)

Ben Surtees

Ben Surtees